Q3 2024 |
297 |
$903M |
+$86M |
-$26.5M |
+$59.5M |
VUG, COWZ, QQQ, VTV, IVV
|
13F-HR |
11/12/2024, 09:49 AM |
Q2 2024 |
288 |
$797M |
+$95.6M |
-$14.5M |
+$81.1M |
VUG, COWZ, QQQ, VTV, IVV
|
13F-HR |
8/13/2024, 01:56 PM |
Q1 2024 |
266 |
$717M |
+$83.1M |
-$58.7M |
+$24.3M |
VUG, COWZ, VTV, QQQ, IVV
|
13F-HR |
5/10/2024, 03:00 PM |
Q4 2023 |
264 |
$659M |
+$97.4M |
-$25.9M |
+$71.5M |
VUG, VTV, COWZ, QQQ, IVV
|
13F-HR |
2/9/2024, 12:54 PM |
Q3 2023 |
293 |
$501M |
+$56.8M |
-$37.2M |
+$19.6M |
VUG, VTV, SCHD, COWZ, QQQ
|
13F-HR |
11/13/2023, 05:19 PM |
Q2 2023 |
258 |
$544M |
+$38.8M |
-$79.6M |
-$40.9M |
VUG, VTV, IAGG, SCHD, COWZ
|
13F-HR |
8/14/2023, 12:52 PM |
Q1 2023 |
274 |
$563M |
+$60.2M |
-$24.5M |
+$35.7M |
VUG, IAGG, VTV, SCHD, IVV
|
Restatement |
5/17/2023, 03:06 PM |
Q4 2022 |
232 |
$506M |
+$57.9M |
-$21.7M |
+$36.1M |
IAGG, VTV, VUG, SCHD, IVV
|
13F-HR |
2/14/2023, 05:32 PM |
Q3 2022 |
221 |
$438M |
+$56.4M |
-$37.5M |
+$19M |
IAGG, VUG, VTV, SCHD, IVV
|
13F-HR |
11/14/2022, 04:01 PM |
Q2 2022 |
238 |
$449M |
+$66.9M |
-$24.4M |
+$42.5M |
IAGG, VUG, VTV, SCHD, IVV
|
13F-HR |
8/15/2022, 10:59 AM |
Q1 2022 |
252 |
$471M |
+$64.9M |
-$28.3M |
+$36.6M |
IAGG, IVV, VUG, AAPL, VTV
|
13F-HR |
5/13/2022, 05:29 PM |
Q4 2021 |
219 |
$453M |
+$30.4M |
-$16.5M |
+$13.9M |
IAGG, IVV, AAPL, VUG, VTV
|
13F-HR |
2/14/2022, 11:22 AM |
Q3 2021 |
248 |
$412M |
+$33.9M |
-$12.7M |
+$21.2M |
IAGG, IVV, VUG, VTV, AAPL
|
13F-HR |
11/15/2021, 11:10 AM |
Q2 2021 |
214 |
$398M |
+$26.5M |
-$32.7M |
-$6.19M |
IAGG, IVV, VUG, VTV, AAPL
|
13F-HR |
8/16/2021, 11:45 AM |
Q1 2021 |
784 |
$386M |
$0 |
$0 |
|
IAGG, IVV, VUG, RSPS, AAPL
|
13F-HR |
5/10/2021, 03:34 PM |
Q2 2020 |
761 |
$302M |
+$38.7M |
-$29.3M |
+$9.48M |
IAGG, USMV, IVV, RSPS, VUG
|
13F-HR |
7/27/2020, 04:42 PM |
Q1 2020 |
783 |
$253M |
+$18.3M |
-$14.2M |
+$4.02M |
IAGG, RSPS, IVV, USMV, VUG
|
13F-HR |
4/27/2020, 03:09 PM |
Q4 2019 |
794 |
$313M |
+$19.1M |
-$10.2M |
+$8.91M |
IAGG, RSPS, IJR, IVV, VAW
|
13F-HR |
1/29/2020, 01:27 PM |
Q3 2019 |
788 |
$288M |
+$23.4M |
-$8.33M |
+$15.1M |
IAGG, RSPS, IJR, IVV, DON
|
13F-HR |
11/12/2019, 09:53 AM |
Q2 2019 |
796 |
$269M |
+$31.7M |
-$7.47M |
+$24.2M |
IAGG, RSPS, IJR, IJH, DON
|
13F-HR |
8/7/2019, 05:06 PM |
Q1 2019 |
737 |
$238M |
+$28.7M |
-$7M |
+$21.7M |
IAGG, RSPS, IJR, IVV, DON
|
13F-HR |
5/7/2019, 12:55 PM |
Q4 2018 |
746 |
$193M |
+$14.7M |
-$7.87M |
+$6.82M |
RSPS, IJR, IVV, DON, VTV
|
13F-HR |
2/4/2019, 03:11 PM |
Q3 2018 |
776 |
$216M |
+$31.4M |
-$6.06M |
+$25.4M |
RSPS, IJR, IVV, DON, IJH
|
13F-HR |
11/13/2018, 01:48 PM |
Q2 2018 |
767 |
$178M |
+$13.2M |
-$6.34M |
+$6.87M |
IJR, IVV, IJH, VGT, VTV
|
13F-HR |
8/13/2018, 07:56 PM |
Q1 2018 |
758 |
$169M |
+$50.6M |
-$18.7M |
+$31.9M |
IJR, IVV, VGT, IJH, AAPL
|
13F-HR |
4/30/2018, 04:47 PM |
Q4 2017 |
718 |
$133M |
$0 |
$0 |
|
RHS, VNQ, IVV, IJR, RSP
|
13F-HR |
2/22/2018, 02:20 PM |